MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.1M
3
+$14.7M
4
GDDY icon
GoDaddy
GDDY
+$13.7M
5
CI icon
Cigna
CI
+$13.5M

Top Sells

1
+$29.6M
2
+$23.3M
3
+$20.5M
4
GSK icon
GSK
GSK
+$17.4M
5
PLD icon
Prologis
PLD
+$16.5M

Sector Composition

1 Industrials 20.55%
2 Technology 19.57%
3 Financials 14.29%
4 Consumer Discretionary 10.59%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-9,636
452
– –
-99,977
453
– –
-23,400
454
– –
-5,356
455
– –
-10,039
456
– –
-127,997
457
– –
-68,573
458
– –
-3,793
459
– –
-74,965
460
– –
-16,336
461
– –
-9,500
462
– –
-21,636
463
– –
-50,901
464
– –
-2,867
465
– –
-277,698
15 16 17 18
19